Practical analysis for investment professionals

Philosophy


Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality

Michael .S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.

Living with Risk: The COVID-19 Iceberg

Utilitarian calculus is not the right lens through which to view the COVID-19 dilemma. It is the only lens.

Why You Should Be a Goals-Based Investor

What if our traditional models of choice are not measuring people’s true objectives?

Debt and Inflation Fears: Investing’s Obsolete Dogmas?

In economics and investing, some concepts have become indistinguishable from articles of faith.

Gender Lens Equity Funds: The First Major Test

How did gender lends funds perform amid the pandemic and economic downturn of the first quarter?

What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Annie Duke and Morgan Housel: Three Tools for Navigating Risk and Uncertainty

"The best way that you can be a decision maker in this type of environment is not to demand certainty."

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?

Know What You Don’t Know: Six Tips from Howard Marks, CFA

“Superior investing has to come from correct idiosyncratic decisions,” says Howards Marks, CFA.



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